News
NaviPlan gets a big boost from Pershing, reports Financial Planning Interactive
Financial Planning Interactive reports that broker-dealers and advisors clearing through Pershing LLC now have the opportunity to use NaviPlan to create comprehensive financial plans for their clients.
Called "Pershing Adds Financial Planning Software To Its Resources", the Financial Planning Interactive article leads with: "NaviPlan, the financial planning software developed by Emerging Information Systems, is getting a big boost by Pershing. The Jersey City, N.J., clearing firm has just signed on NaviPlan Standard to integrate with its NetExchange Pro back-office platform by the end of the year."
Read the full article at:
http://www.financial-planning.com/pubs/fpi/20030919101.html.
Read the press release at:
http://www.eisi.com/news/press_release/2003_09_17_pershing.htm
Also featuring the story:
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